SRHQ vs. AVMC

Last updated Apr 2, 2026

Compare and contrast key facts about SRH U.S. Quality ETF (SRHQ) and Avantis U.S. Mid Cap Equity ETF (AVMC).

SRHQ and AVMC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SRHQ is a passively managed fund by SRH that tracks the performance of the SRH US Quality Index - Benchmark TR Gross. It was launched on Oct 4, 2022. AVMC is an actively managed fund by Avantis. It was launched on Nov 7, 2023.

Performance

SRHQ vs. AVMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SRH U.S. Quality ETF (SRHQ) and Avantis U.S. Mid Cap Equity ETF (AVMC). The values are adjusted to include any dividend payments, if applicable.

SRHQ vs. AVMC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
SRHQ SRH U.S. Quality ETF	3.14%	7.34%	16.49%	12.80%
AVMC Avantis U.S. Mid Cap Equity ETF	3.02%	9.98%	16.84%	15.39%

Returns By Period

The year-to-date returns for both stocks are quite close, with SRHQ having a 3.14% return and AVMC slightly lower at 3.02%.

SRHQ

• 1D: 1.62%
• 1M: -2.26%
• YTD: 3.14%
• 6M: 5.60%
• 1Y: 14.99%
• 3Y*: 14.85%
• 5Y*: —
• 10Y*: —

AVMC

• 1D: 0.54%
• 1M: -4.87%
• YTD: 3.02%
• 6M: 4.94%
• 1Y: 18.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SRHQ vs. AVMC - Expense Ratio Comparison

SRHQ has a 0.35% expense ratio, which is higher than AVMC's 0.20% expense ratio.

SRHQ

SRH U.S. Quality ETF

AVMC

Avantis U.S. Mid Cap Equity ETF

Return for Risk

SRHQ vs. AVMC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SRHQ

SRHQ Risk / Return Rank: 43
SRHQ Sharpe Ratio Rank: 40
SRHQ Sortino Ratio Rank: 42
SRHQ Omega Ratio Rank: 38
SRHQ Calmar Ratio Rank: 43
SRHQ Martin Ratio Rank: 52

AVMC

AVMC Risk / Return Rank: 51
AVMC Sharpe Ratio Rank: 48
AVMC Sortino Ratio Rank: 50
AVMC Omega Ratio Rank: 49
AVMC Calmar Ratio Rank: 50
AVMC Martin Ratio Rank: 58

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SRHQ vs. AVMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SRH U.S. Quality ETF (SRHQ) and Avantis U.S. Mid Cap Equity ETF (AVMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	SRHQ	AVMC	Difference
Sharpe ratio Return per unit of total volatility	0.81	0.92	-0.12
Sortino ratio Return per unit of downside risk	1.27	1.40	-0.14
Omega ratio Gain probability vs. loss probability	1.16	1.20	-0.03
Calmar ratio Return relative to maximum drawdown	1.31	1.37	-0.07
Martin ratio Return relative to average drawdown	5.77	6.06	-0.29
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SRHQ vs. AVMC - Sharpe Ratio Comparison

The current SRHQ Sharpe Ratio is 0.81, which is comparable to the AVMC Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of SRHQ and AVMC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SRHQ	AVMC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.81	0.92	-0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.95	1.14	-0.19

Correlation

The correlation between SRHQ and AVMC is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

SRHQ vs. AVMC - Dividend Comparison

SRHQ's dividend yield for the trailing twelve months is around 0.76%, less than AVMC's 1.03% yield.

	TTM	2025	2024	2023	2022
SRHQ SRH U.S. Quality ETF	0.76%	0.76%	0.66%	0.84%	0.27%
AVMC Avantis U.S. Mid Cap Equity ETF	1.03%	1.12%	1.02%	0.24%	0.00%

Drawdowns

SRHQ vs. AVMC - Drawdown Comparison

The maximum SRHQ drawdown since its inception was -18.50%, smaller than the maximum AVMC drawdown of -21.84%. Use the drawdown chart below to compare losses from any high point for SRHQ and AVMC.

Drawdown Indicators

	SRHQ	AVMC	Difference
Max Drawdown Largest peak-to-trough decline	-18.50%	-21.84%	+3.34%
Max Drawdown (1Y) Largest decline over 1 year	-11.74%	-13.43%	+1.69%
Current Drawdown Current decline from peak	-2.46%	-5.12%	+2.66%
Average Drawdown Average peak-to-trough decline	-3.18%	-3.36%	+0.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.66%	3.05%	-0.39%

Volatility

SRHQ vs. AVMC - Volatility Comparison

SRH U.S. Quality ETF (SRHQ) has a higher volatility of 6.27% compared to Avantis U.S. Mid Cap Equity ETF (AVMC) at 5.45%. This indicates that SRHQ's price experiences larger fluctuations and is considered to be riskier than AVMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SRHQ	AVMC	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.27%	5.45%	+0.82%
Volatility (6M) Calculated over the trailing 6-month period	11.19%	10.60%	+0.59%
Volatility (1Y) Calculated over the trailing 1-year period	18.69%	19.64%	-0.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.14%	17.22%	-1.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.14%	17.22%	-1.08%